Sensible Money, LLC

Create the freedom to live life without the thought of money.

General Information
Company Name
Sensible Money, LLC
Founded Year
2011
Location (Offices)
Scottsdale, United States +1
Founders / Decision Makers
Number of Employees
17
Industries
Finance, Financial Services, Wealth Management
Funding Stage
-
Social Media

Sensible Money, LLC - Company Profile

Sensible Money, LLC is a fee-only wealth management firm that aims to bring calm, clarity, and comfort to retirement planning. Established in 2011, the company's slogan "Create the freedom to live life without the thought of money" emphasizes its focus on enabling individuals to lead a financially stress-free life. The company addresses various retirement risks such as longevity, inflation, overspending, and sequence risk, providing step-by-step advice from independent advisors in a language understandable to all. Sensible Money's holistic approach encompasses the creation of an income plan followed by an investment strategy tailored to align with clients' income or accumulation goals. Operating within the realms of finance, financial services, and wealth management, Sensible Money, LLC stands as a promising venture for potential investors seeking opportunities in the financial services sector. Although specific details regarding the last investment, investors, and headquarters are not disclosed, the company's clear vision and target market make it an interesting prospect for venture capital consideration.

Taxonomy: Wealth management, Retirement planning, Financial advisory, Tax planning, Holistic income planning

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Latest News of Sensible Money, LLC

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